Financial Harvest, LLC Incresed Positions in Q3 2025

Financial Harvest, LLC

  • $148 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
8.92K
+ 1.97%
$53.36 - $59.69 $476K - $533K
463K $26.9B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
20K
+ 3.37%
$36.04 - $38.78 $721K - $776K
613K $23.6B
DUHP
Dimensional ETF Tr Dimensional

ETFs
29.5K
+ 9.92%
$35.76 - $37.93 $1.06M - $1.12M
327K $12.3B
DISV
Dimensional ETF Tr Dimensional

ETFs
12.5K
+ 2.8%
$32.78 - $35.79 $411K - $449K
461K $16.4B
Dimensional ETF Trust
12K
+ 30.64%
N/A
51.3K $3B
DFIC
Dimensional ETF Tr Dimensional

ETFs
7.55K
+ 2.31%
$30.76 - $33.01 $232K - $249K
334K $11B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.19K
+ 3.75%
$29.55 - $32.52 $213K - $234K
199K $6.38B
Dimensional ETF Trust
16.5K
+ 45.2%
N/A
53K $1.75B
DFAR
Dimensional ETF Tr Dimensional

ETFs
17.1K
+ 7.63%
$22.9 - $24.1 $390K - $411K
241K $5.74B
Dimensional ETF Trust
8.35K
+ 16.27%
N/A
59.6K $3.03B
GOOGL
Alphabet Inc.

Communication Services
91
+ 4.1%
$174.36 - $254.72 $15.9K - $23.2K
2.31K $562M
TSLA
Tesla, Inc.

Consumer Cyclical
29
+ 2.44%
$293.94 - $444.72 $8.52K - $12.9K
1.22K $541M
LMT
Lockheed Martin Corp

Industrials
103
+ 4.93%
$410.74 - $499.21 $42.3K - $51.4K
2.19K $1.09B
MSFT
Microsoft Corp

Technology
127
+ 4.32%
$491.09 - $535.64 $62.4K - $68K
3.07K $1.59B
IWM
Ishares Russell 2000 ETF

ETFs
361
+ 37.68%
$214.92 - $244.84 $77.6K - $88.4K
1.32K $319M
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.29K
+ 26.87%
$29.2 - $32.74 $67K - $75.1K
10.8K $345M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.05K
+ 5.78%
$82.38 - $83.0 $86.1K - $86.7K
19.1K $1.59B
DGS
Wisdomtree Emerging Markets Sm

ETFs
979
+ 5.84%
$54.85 - $58.99 $53.7K - $57.8K
17.7K $1.01B
DFUS
Dimensional ETF Tr U S Equity

ETFs
4
+ 0.03%
$67.01 - $72.84 $268 - $291
14K $1.01B
ABBV
Abb Vie Inc.

Healthcare
29
+ 2.51%
$184.85 - $231.54 $5.36K - $6.71K
1.19K $274M
ISHG
Ishares Intl Treasury Bond ETF

ETFs
566
+ 4.5%
$73.76 - $76.98 $41.7K - $43.6K
13.1K $1B
AMZN
Amazon Com Inc

Consumer Cyclical
154
+ 5.84%
$211.65 - $238.24 $32.6K - $36.7K
2.79K $613M
MRK
Merck & Co., Inc.

Healthcare
13
+ 0.2%
$77.6 - $87.37 $1.01K - $1.14K
6.46K $542M
META
Meta Platforms, Inc.

Communication Services
47
+ 6.38%
$695.21 - $791.73 $32.7K - $37.2K
784 $576M
HD
Home Depot, Inc.

Consumer Cyclical
17
+ 3.0%
$357.4 - $423.42 $6.08K - $7.2K
584 $237M
WMT
Walmart Inc.

Consumer Defensive
128
+ 5.13%
$94.4 - $104.27 $12.1K - $13.3K
2.62K $270M
BAC
Bank Of America Corp

Financial Services
103
+ 2.11%
$44.92 - $52.42 $4.63K - $5.4K
4.99K $257M
SO
Southern CO

Utilities
18
+ 0.54%
$90.83 - $96.0 $1.63K - $1.73K
3.38K $320M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
10
+ 0.22%
$102.4 - $103.88 $1.02K - $1.04K
4.58K $473M
PG
Procter & Gamble CO

Consumer Defensive
32
+ 2.28%
$150.47 - $161.22 $4.82K - $5.16K
1.43K $220M
IBM
International Business Machines Corp

Technology
7
+ 0.81%
$234.77 - $292.47 $1.64K - $2.05K
873 $246M
V
Visa Inc.

Financial Services
3
+ 0.37%
$332.09 - $358.86 $996 - $1.08K
812 $277M
DIS
Walt Disney CO

Communication Services
69
+ 2.28%
$112.25 - $124.0 $7.75K - $8.56K
3.09K $354M
Activity Summary
Buys All Purchases 39 New Holdings 5 Increased Positions 34 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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